Nicole A Turosky
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Fairfield County BankMar 2025 to now
- Osaic Institutions, Inc.Mar 2025 to now
- Wells Fargo Clearing Services LLCOct 2017 to Jan 2025
- Northwestern Mutual Investment Services LLCMay 2016 to Jan 2017
- Northwestern Mutual Life Insurance CompanyMay 2016 to Jan 2017
- Greenwell FinancialApr 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CT).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5058944
- Firm CRD
- 35371